LFCM
BCYC

Long Focus Capital Management’s Bicycle Therapeutics BCYC Stock Holding History

Long Focus Capital Management’s Portfolio BCYC Stock Details BCYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.4M Buy
3,310,687
+1,677,596
+103% +$9.59M 0.4% 57
2025
Q4 		$11.6M Buy
1,633,091
+214,396
+15% +$1.58M 0.3% 68
2025
Q3 		$11M Buy
1,418,695
+101,402
+8% +$765K 0.36% 61
2025
Q2 		$9.16M Buy
1,317,293
+23,540
+2% +$188K 0.35% 62
2025
Q1 		$11M Buy
1,293,753
+750,661
+138% +$8.85M 0.37% 54
2024
Q4 		$7.6M Buy
+543,092
New +$11.6M 0.25% 62

Other funds holding BCYC

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
FIS
FCPM III Services Naarden, Netherlands $722M AUM 73.61% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
GP
GSK plc London $599M AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Long Focus Capital Management's BCYC Position: Q1 2026 in Review

Long Focus Capital Management increased its Bicycle Therapeutics (BCYC) stake by 103% in Q1 2026, buying an estimated $9.59M and bringing the position to 3,310,687 shares worth $15.4M. The position accounts for 0.4% of the portfolio, ranked #57.

Long Focus Capital Management first reported a position in BCYC in Q4 2024 and has held it in 6 quarters since. 98 funds tracked by Wall St. Rank hold BCYC as of Q1 2026.

  • Long Focus Capital Management held 3,310,687 shares of Bicycle Therapeutics worth $15.4M as of Q1 2026.
  • Long Focus Capital Management bought 1,677,596 Bicycle Therapeutics shares in Q1 2026, an estimated $9.59M.
  • Bicycle Therapeutics made up 0.4% of Long Focus Capital Management's portfolio in Q1 2026, its #57 holding.
  • Long Focus Capital Management first reported a position in Bicycle Therapeutics in Q4 2024 and has held it in 6 quarters since.
  • 98 funds tracked by Wall St. Rank held Bicycle Therapeutics as of Q1 2026.

Based on Long Focus Capital Management's 13F filing for Q1 2026, filed 15 May 2026.